A股光通信、光纤龙头急速拉升！603042连续3涨停！下一只龙头呼之欲出？

证券市场周刊09-09

隔夜（9月8日），美股以康宁（CORNING）、LUMENTUM等为核心的光通信人气龙头强势上涨，两家公司分别上涨7.56%与11.04%。9月9日上午，A股光通信、光纤人气股大面积拉升，华脉科技收出第3个涨停，华工科技开盘后快速涨停，长飞光纤开盘十分钟封住涨停，兆龙互连一度收出“20cm”涨停。德科立、景旺电子（创新高）等也相继大幅拉升。A股CPO、光通信、光纤正在启动新一轮强势行情。　　...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2666958343?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-09 15:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2666958343","market":"us","top_or_hot":-1,"title":"A股光通信、光纤龙头急速拉升！603042连续3涨停！下一只龙头呼之欲出？","media":"证券市场周刊","content":"<div>\n<p>隔夜（9月8日），美股以康宁（CORNING）、LUMENTUM等为核心的光通信人气龙头强势上涨，两家公司分别上涨7.56%与11.04%。9月9日上午，A股光通信、光纤人气股大面积拉升，华脉科技收出第3个涨停，华工科技开盘后快速涨停，长飞光纤开盘十分钟封住涨停，兆龙互连一度收出“20cm”涨停。德科立、景旺电子（创新高）等也相继大幅拉升。A股CPO、光通信、光纤正在启动新一轮强势行情。 　　...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609093869305593.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股光通信、光纤龙头急速拉升！603042连续3涨停！下一只龙头呼之欲出？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股光通信、光纤龙头急速拉升！603042连续3涨停！下一只龙头呼之欲出？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-09 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202609093869305593.html><strong>证券市场周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>隔夜（9月8日），美股以康宁（CORNING）、LUMENTUM等为核心的光通信人气龙头强势上涨，两家公司分别上涨7.56%与11.04%。9月9日上午，A股光通信、光纤人气股大面积拉升，华脉科技收出第3个涨停，华工科技开盘后快速涨停，长飞光纤开盘十分钟封住涨停，兆龙互连一度收出“20cm”涨停。德科立、景旺电子（创新高）等也相继大幅拉升。A股CPO、光通信、光纤正在启动新一轮强势行情。 　　...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609093869305593.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FOTO","symbol_name":"TUTTLE CAPITAL PURE PLAY PHOTONICS ETF","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609093869305593.html","article_id":"2666958343","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609093869305593.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2666958343","pubTimestamp":1788939800,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"隔夜（9月8日），美股以康宁（CORNING）、LUMENTUM等为核心的光通信人气龙头强势上涨，两家公司分别上涨7.56%与11.04%。9月9日上午，A股光通信、光纤人气股大面积拉升，华脉科技收出第3个涨停，华工科技开盘后快速涨停，长飞光纤开盘十分钟封住涨停，兆龙互连一度收出“20cm”涨停。德科立、景旺电子（创新高）等也相继大幅拉升。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82846":"安硕沪深三百—R","83130":"恒生沪深三百-R","83188":"华夏沪深三百—R","159982":"中证500","399300":"沪深300","603042":"华脉科技","FOTO":"TUTTLE CAPITAL PURE PLAY PHOTONICS ETF","02846":"安硕沪深三百","BK1147":"投资银行业与经纪业","LUMA":"KraneShares Photonic and Optical ETF","03188":"华夏沪深三百","BK0167":"5G","LYTE":"Photonics & Optics ETF","BK0214":"IT设备","SIXG":"DEFIANCE CONNECTIVE TECHNOLOGIES ETF","02827":"标智沪深300","03130":"恒生沪深三百","07233":"南方两倍做多沪深300","BK0148":"宽带提速"},"translate_title":"Leading A-share listed optical communication and fiber optic companies surged! 603042 hit the daily limit for three consecutive days! Is the next leader about to emerge?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82846":0.6,"83130":0.6,"83188":0.6,"159982":1.5,"399300":1.5,"603042":1.5,"LYTE":1.5,"SIXG":1.5,"03188":1.5,"07233":0.6,"03130":0.6,"FOTO":1.5,"02846":0.6,"02827":0.6,"LUMA":1.5},"content_text":"隔夜（9月8日），美股以康宁（CORNING）、LUMENTUM等为核心的光通信人气龙头强势上涨，两家公司分别上涨7.56%与11.04%。9月9日上午，A股光通信、光纤人气股大面积拉升，华脉科技收出第3个涨停，华工科技开盘后快速涨停，长飞光纤开盘十分钟封住涨停，兆龙互连一度收出“20cm”涨停。德科立、景旺电子（创新高）等也相继大幅拉升。A股CPO、光通信、光纤正在启动新一轮强势行情。 　　另一家美股光通信龙头LUMENTUM股价则接近6月高点（图2）。 　　A股一众人气股也强势冲高，部分更是创出新高，如景旺电子；一些以连板模式创新高，如华脉科技（见图3）。 　　进一步向后去看，A股光通信的新一轮超额确定性机会在哪里？“牛股”华脉科技之外，哪些机会正在向大级别扩散？　　在受到市场的积极回应之外，康宁的这项重大光纤协议无疑是产业景气度的长期验证。长期大额长单直接印证了北美运营商宽带升级与AI算力骨干网建设带来的双重光纤需求拉动，打破了市场对全球光纤需求见顶的担忧，直接为A股光纤光缆板块的产业景气提供了有力验证。　　上述利好对A股也有多条传导逻辑，笔者主要列举以下四条：　　1）需求外溢，光纤升级为“AI算力关键配套”。过去市场只盯GPU/光模块，现在运营商接棒云厂成为增量需求方，光纤从传统电信基建变成AI基建的物理底座。　　2）全球“量价齐升”。头部客户纷纷用多年期长单提前锁产能，供给趋紧推升价格（G.652.D已至85元–120元/芯公里），利好有产能、有技术壁垒的国内光纤龙头。　　3）估值映射。海外光通信板块普涨，A股光模块/光纤龙头多为北美云厂直接供应链，情绪与景气共振最直接。　　4）国产共振。国内AI数据中心（AIDC）+三大运营商算力网络建设同步加速，内需与外需形成双击。　　把视角拉长来看，也正体现了AI需求正在从算力芯片层加速溢出到光通信全链条。OpenAI发布GPT-6Astra，模型训练算力规模正式向10^27FLOPs级跃进，市场对800G/1.6T/3.2T高速光模块的需求确定性被再次强化。此外，高盛首次覆盖中际旭创H股，给予买入评级，目标价3267港元，中际旭创H股9月7日大涨近20%。此举大幅抬升了全球光通信板块的估值中枢。　　从产业链传导来看，下游需求（北美云厂/Verizon/运营商/数据中心）→中游产品（光纤光缆·光模块·光器件·光芯片）→上游材料（预制棒·石英/薄膜铌酸锂·设备）→新技术主线（CPO·硅光·1.6T·空芯光纤）纵向贯穿（见图4）。 （文章来源：证券市场周刊）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2666958343","isCrawlerRequest":true}